Axxcess Wealth Management, LLC Pimco ETF Tr Sr Ln Active Exch Transaction History

Axxcess Wealth Management, LLC

  • $3.59 Billion
  • Q1 2025

A detailed history of Axxcess Wealth Management, LLC transactions in Pimco ETF Tr Sr Ln Active Exch stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 4,625 shares of LONZ stock, worth $234,163. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,625
Previous 6,348 27.14%
Holding current value
$234,163
Previous $324,000 28.09%
% of portfolio
0.01%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 30, 2025
SELL
$50.21 - $51.23 $86,511 - $88,269
-1,723 Reduced 27.14%
4,625 $233,000
Q4 2024

Feb 10, 2025
BUY
$50.81 - $51.59 $322,541 - $327,493
6,348 New
6,348 $324,000

Others Institutions Holding LONZ

# of Institutions
84
Shares Held
16.3M
Call Options Held
0
Put Options Held
0
View Full List

About PIMCO ETF TR SR LN ACTIVE EXCH

LONZ Quotes by TradingView
  • Ticker LONZ
  • Sector ETFs
  • Industry ETFs
More about LONZ
Track This Portfolio

Track Axxcess Wealth Management, LLC Portfolio

Follow Axxcess Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Axxcess Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Axxcess Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email